SPDR SER TR's ticker is SPTM and the CUSIP is 78464A805. A total of 388 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.18 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,907 | -3.6% | 1,770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $96,359 | -14.2% | 1,770 | -20.6% | 0.00% | 0.0% |
| Q1 2023 | $112,350 | +40313.7% | 2,228 | -62.1% | 0.00% | -75.0% |
| Q4 2022 | $278 | -99.9% | 5,884 | +37.0% | 0.02% | +45.5% |
| Q3 2022 | $189,000 | -62.0% | 4,296 | -59.8% | 0.01% | -45.0% |
| Q2 2022 | $497,000 | -59.2% | 10,699 | -51.2% | 0.02% | -39.4% |
| Q1 2022 | $1,219,000 | -6.4% | 21,926 | -1.7% | 0.03% | +13.8% |
| Q4 2021 | $1,303,000 | -5.7% | 22,300 | -14.5% | 0.03% | -21.6% |
| Q3 2021 | $1,382,000 | +0.1% | 26,078 | +0.0% | 0.04% | 0.0% |
| Q2 2021 | $1,381,000 | +3.4% | 26,073 | -3.9% | 0.04% | +2.8% |
| Q1 2021 | $1,335,000 | – | 27,137 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boston Standard Wealth Management, LLC | 1,822,678 | $68,861,000,000 | 31.11% |
| TRH Financial, LLC | 801,612 | $30,934,000 | 24.66% |
| Blueprint Investment Partners LLC | 957,805 | $36,186,000 | 23.05% |
| Financial Strategies Group, Inc. | 707,432 | $26,727,000 | 19.90% |
| Shepherd Financial Partners LLC | 1,464,128 | $55,315,000 | 15.00% |
| Annex Advisory Services, LLC | 2,560,860 | $96,749,000 | 13.49% |
| Lee Financial Group Hawaii, Inc. | 343,651 | $12,983,000 | 11.17% |
| Rosenberg Matthew Hamilton | 367,390 | $13,880,000 | 11.06% |
| Leicht Financial Planning & Wealth Management, Inc. | 359,125 | $13,563,000 | 10.77% |
| Barber Financial Group, Inc. | 1,131,347 | $42,742,000 | 10.23% |